Patelco Credit Union Walnut Creek

1790 North Broadway St, Walnut Creek, CA 94596

Branch Hours (PT)

    Weekdays 10am - 5pm
    Saturdays 10am - 2pm

Our Services

  • Onsite Parking
  • Free WIFI
  • Nearby Bus Stop
  • ATM
  • Financial advisor services.Financial Advisor
  • Wheelchair Accessible
  • Private Meeting Offices
  • Digital Self Service
  • Member Seating Area

Meet our team

Deisherey Ortega

Walnut Creek Branch Manager

Fred Williams, Patelco Credit Union Home Loan Consultant

Trust and communication are the qualities most important to Fred as a Home Loan Consultant. When working with Fred, you can count on getting the home loan that best fits your financial position. Fred knows Patelco has done a good job when a member makes a financial decision that's in their best interest.
Photo of Jay Long

Jay Long

Financial Advisor

CUSO Financial Services, L.P.

CA Insurance License: 0E85709

As a seasoned professional, Jay Long is keenly aware that timing and a hands-on approach to investing is essential in today's world of investments. With nearly 30 years of experience, Jay provides a comprehensive perspective to manage a client's financial plans across both up and down markets. He enjoys helping them understand and plan their personal road to retirement and beyond - to the years during retirement.

"I'm honored to be here to help Patelco members find the answers they need to plan for and enjoy their retirement years."

Over the last three decades, Jay has earned the confidence and admiration from countless clients. He understands that everyone's risk tolerances and investment goals are unique. Employing an informed and time-tested perspective for every client relationship, Jay educates families and individuals to help them chart a path toward success.

Hear stories from real Patelco members

Young couple enjoying inflatable tubes outside on the water
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